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DATA STRATEGY IS MORE IMPORTANT THAN EVER, BUT MANY OVERLOOK THE “LESS SEXY” COMPONENTS Across Fortune 1000 companies, nearly 88% identified investments in data and analytics as a top organizational priority in 2023, with over 82% of organizations saying they are increasing that investment (Statista, 2024). The message is simple. Enterprise data strategies are critical
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Migrating from Internal Data Stores to Cloud-Based Data Vaults: An Exploration
Organizations are increasingly migrating from traditional, internal data storage systems to more dynamic, cloud-based data vaults. This transition is crucial for businesses looking to leverage the vast potential of big data in a modern, data-driven environment. With platforms like BNY Mellon’s Data Vault, State Street Alpha Data Platform, JP Morgan Fusion, and several others, enterprises
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Recap: 2024 Investment Data and Analytics Symposium
Investment Data professionals joined Meradia’s Brian Buzzelli, Mick Cartwright, and Ben Smith in Chicago at the 2024 Investment Data and Analytics Symposium. KEYNOTE SESSION BREAKDOWN Meradia Director, Head of Data Practice Brian Buzzelli, had the honor of introducing a distinguished panel of Chief Data Officers. These industry leaders, Elizabeth Pritchard (Liberty Mutual Investments), Anand Sahasram (Dodge &
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Competitive Edge and Business Value Begins With Data Quality
The strategic importance of maintaining high data quality in asset management is pivotal, given the industry’s reliance on precise and timely information for decision-making, regulatory compliance, and client satisfaction. In this article, we explore the crucial role of data quality in various facets of asset management. Getting data quality right enhances operational efficiency, fortifies client
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The AI Revolution: Must-Knows for Financial Operations Leaders
The integration of Artificial Intelligence (AI) in the financial sector is not merely a trend but a transformational evolution redefining the industry. This paper illustrates strategic business cases within financial operations where AI has not only been implemented but has also generated substantial value. At Meradia, we are convinced that the intersection of human creativity
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Secrets to Successful Data Transformation Strategies
The financial industry is witnessing a transformational ‘tidal wave’ of change, with vendors exerting a gravitational pull on the front office, providing integrated data and applications while asset servicing providers absorb post-trade, middle, and back-office operations. Generative AI, NLP, and machine learning demonstrate near limitless application and use opportunities. Competition for assets and consistency in
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Data Mesh – Investment Industry Trend or Unicorn?
Recently, we attended a financial data industry event and listened to one company after another share their experiences in their data governance and management journey. That day, we learned that only a few had moved forward with a data mesh save for leaders in the industry. Those leaders shared their implementation stories, and we will share this question with you. What came to our minds at the time was whether Data Mesh was a unicorn in the investment industry. Is the self-service data platform a myth or a reality? With that question in mind, we spoke to several firms at the gathering and interviewed others afterward to learn about the data mesh ‘state of the union’ in the investment industry.
by Andrew Jacob, CFA
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Maximizing Value In Asset Management: A Closer Look At Insourced Operations
INVESTMENT OPERATIONS IS AN ASSET, NOT A LIABILITY What is the role of investment operations in asset management? Should asset managers insource, outsource, or use managed services? The decision is a difficult one. Discussions around modern target operating models and how to utilize investment operations have highlighted the benefits of outsourcing middle and back-office functions.
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Revolutionize Investment Operations With AI-Driven Data Catalogs
Are you looking to stand up or revise a data catalog? Is understanding your data one of your company’s goals or principles? Understanding the full scope of your data involves a top-down understanding and a bottom-up inventory. This provides valuable insights into your current state to enable multiple efforts to be launched at your firm, but who has the time? The new methodology developed using AI technology and industry expertise reduced the time and client resources required to inventory data and stand up a catalog to a fraction of the normal amount. In this paper, we share the methodology and tools to help you achieve your firm’s goals both effectively and efficiently.
by Andrew Jacob, CFA, Senior Consultant
Kevin Coffin, CIPM, Zengines, Head of Customer Success
Meradia and State Street: Transforming your operating model with data and technology
Meradia’s Chris Cassara was invited to join Frank Smietana and present his insights at State Street‘s 2023 Consultants Day. During his interview, Chris shared his knowledge and expertise on how data and technology can be leveraged to transform operating models in the financial industry. This is an excellent opportunity for viewers to gain a deeper understanding of the benefits that
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